UBV
United Bank (Virginia) Portfolio holdings
AUM
$835M
1-Year Return
14.61%
This Quarter Return
+2%
1 Year Return
+14.61%
3 Year Return
+55.61%
5 Year Return
+104.58%
10 Year Return
+207.91%
AUM
$598M
AUM Growth
+$43.3M
(+7.8%)
Cap. Flow
+$32.7M
Cap. Flow
% of AUM
5.46%
Top 10 Holdings %
Top 10 Hldgs %
40.84%
Holding
148
New
12
Increased
45
Reduced
49
Closed
7
Top Buys
| 1 |
Iron Mountain
IRM
|
+$10.7M |
| 2 |
Dominion Energy
D
|
+$10.7M |
| 3 |
iShares Emerging Markets Dividend ETF
DVYE
|
+$4.1M |
| 4 |
Merck
MRK
|
+$2.06M |
| 5 |
Chevron
CVX
|
+$1.94M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$20M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
+$1.79M |
| 3 |
United Bankshares
UBSI
|
+$1.45M |
| 4 |
JPMorgan Chase
JPM
|
+$1.4M |
| 5 |
Natural Resource Partners
NRP
|
+$1.35M |
Sector Composition
| 1 | Industrials | 17.53% |
| 2 | Financials | 14.7% |
| 3 | Healthcare | 11.2% |
| 4 | Technology | 9.87% |
| 5 | Consumer Staples | 7.3% |
